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How to add multiple users in Salesforce?

1. Go to Setup --> Administer --> Manage Users --> Users.

2. Click "Add Multiple Users".

3. Select the user license. In developer edition, choose Salesforce platform.

4. Enter the details and click "Save" button.

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Mass Transfer records in Salesforce

1. Go to Setup --> Administer --> Data Management --> Mass Transfer Records.

2. Select the object.

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3. Enter the criteria and click "Find" button to find the records.

4. Click "Transfer" button to transfer the records.

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Queue and Public Group

Queue Public GroupQueue is used for load balancing Public Group is solely used for

sharingQueue is a feature available to

salesforce.com users that allows youto integrate prospect assignments with

your current salesforce.comworkflow. Rather than assigning to a

specific user, you can choose to assignleads to a salesforce.com queue and

then use your CRM workflow ormanual method of distributing leads

to sales representatives.

Public Group is kind of team or groupof related users; this will help you to

share the data.

Queue can be created for Custom Public group created can be used

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objects and for Case, Lead andKnowledge Article Version.

across any objects.

Queue:

Public Group:

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Mass Delete Records in Salesforce

1. Go to Setup --> Admin Setup --> Data Management --> Mass Delete Records.

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2. Select which object you want to delete.

3. Enter the criteria to search the records.

4. Select the records and click "Delete" button to delete the records.

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Auto response rule in Salesforce

An auto-response rule is a set of conditions for sending automatic email responses to lead or case submissions based on the

attributes of the submitted record. Applicable leads include those captured through a Web-to-Lead form. Applicable cases

include those submitted through a:

Self-Service portal

Customer Portal

Web-to-Case form

Email-to-Case message

On-Demand Email-to-Case message

You can create as many response rules as you like based on any attribute of the incoming lead or case, but only one rule for

leads and one for cases can be active at a time.

1. Create required email templates.

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2. Go Setup --> Build --> Customize --> Leads --> Auto-Response Rules.

3. Click "New" button.

4. Give a name, check "Set this as the active Web-to-Lead Auto-Response rule" check box and click "Save" button.

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5. Open the Auto - Response Rule.

6. Click "New" to create rule entries.

7. Below is the list of rule entries.

8. Create a sample Lead from Web to Lead form.

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Output:

Assignment rule in Salesforce

Create assignment rules to automate your organization’s lead generation and support processes.

Lead Assignment Rules—Specify how leads are assigned to users or queues as they are created manually,

captured from the web, or imported via the lead import wizards.

Case Assignment Rules—Determine how cases are assigned to users or put into queues as they are created

manually, using Web-to-Case, Email-to-Case, On-Demand Email-to-Case, the Self-Service portal, the Customer

Portal, Outlook, or Lotus Notes.

Steps for creating Lead Assignment Rule:

1. Go to Setup --> Build --> Customize --> Leads --> Assignment Rule.

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2. Click "New" button.

3. Give a name, check "Set this as the active lead assignment rule" check box.

4. Open the assignment rule.

5. Click "New" to create a rule entry.

6. Enter the criteria as per your requirement.

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7. Below is the output of my rule criteria.

8. Go to Leads tab. Create a Lead record. Check "Assign using active assignment rule" check box.

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Labels: ADM 201, ADM 201 Dumps, DEV 401, DEV 401 Dumps, Information Technology, Point and click configuration in Salesforce, Salesforce.com,

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Output:

This lead record is assigned to Magulan D because the Lead city is Chennai.

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Labels: ADM 201, ADM 201 Dumps, DEV 401, DEV 401 Dumps, Information Technology, Salesforce.com, Salesforce.com Certif ications

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ADM 201 exam preparation links

http://bulkified.com/Certifications/?certificationId=1

http://forcecertified.com/certifications/certified-administrator/practice-exam/

http://www.proprofs.com/quiz-school/story.php?title=sfdc-adm-201-practice-exam

http://www.proprofs.com/quiz-school/story.php?title=sfdc-adm-201-practice-exam-2

http://www.cram.com/cards/salesforce-adm-201-practice-exam-nj-2-2021385

http://www.cram.com/cards/adm-201-3480763

How to enable Opportunity split in Salesforce?

1. Go to Setup --> Build --> Customize --> Opportunity --> Opportunity Team.

2. Enable Team Selling.

3. Select the Page Layouts.

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4. Go to Setup --> Build --> Customize --> Opportunity --> Opportunity Team --> Opportunity Splits.

5. Enable Opportunity Splits.

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6. Select the Page Layouts.

7. Open an opportunity with team members associated with it.

8. Click "Edit Opportunity Splits" button.

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9. Enter the details and click "Save" button.

Output:

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Opportunity split in Salesforce

With Opportunity Splitting it is possible to split credit for an Opportunity across multiple users. Reports can also be created

using these information.

1. Go to Setup --> Build --> Customize --> Opportunity --> Opportunity Team.

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2. Enable Team Selling.

3. Select the Page Layouts.

4. Go to Setup --> Build --> Customize --> Opportunity --> Opportunity Team --> Opportunity Splits.

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5. Enable Opportunity Splits.

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6. Select the Page Layouts.

7. Open an opportunity with team members associated with it.

8. Click "Edit Opportunity Splits" button.

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9. Enter the details and click "Save" button.

Output:

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